Etched

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 26, 2025 by John Coogan · said 10 times in 7 episodes since 2025 · across every show →

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brought up most by John Coogan (6), Jeff Woo (2), Martin Shkreli (1)

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Everything said about Etched, oldest first

Jul 26, 2025 bullish
Prediction Open · timeframe Jul 2030
Coogan: No new chip architecture will displace Nvidia GPUs or Google TPUs
“It doesn't seem like there's some new disruptive chip architecture that's gonna come out and obviate the need for both NVIDIA GPUs and Google TPUs, and so Google's very well positioned”
John Coogan Jul 26, 2025 ▶ 1:22:12 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Jun 18, 2026 bullish
Disclosure
Woo: Anti Fund has invested in OpenAI and semiconductor startup Etched
“We're pretty AI maxis here, so we're in OpenAI, and then going down that stack, right? So, you go down the inference providers, like the modals, and then you go to the semiconductors, so we're in Etched, which is an inference ASIC.”
Jeff Woo Jun 18, 2026 ▶ 23:24 Jake Paul Thinks We'll Live Forever
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